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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $8.1B AUM 1,613 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New 689 Added 579 Reduced 113 Exited
Page 26 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 EW EDWARDS LIFESCIENCES CORP Healthcare 17,508.0 $1.4M 0.02% +528.0 +3.1% $80.08 +3.9%
502 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 15,388.0 $1.4M 0.02% +1K +7.0% $90.42 -5.6%
503 JFLX J P MORGAN EXCHANGE TRADED F 27,957.0 $1.4M 0.02% $49.67 +0.6%
504 EWJ ISHARES INC 16,438.0 $1.4M 0.02% -412.0 -2.5% $84.44 +8.2%
505 TDY TELEDYNE TECHNOLOGIES INC Technology 2,289.0 $1.4M 0.02% +564.0 +32.7% $605.11 +1.5%
506 LNG CHENIERE ENERGY INC Energy 4,874.0 $1.4M 0.02% -141.0 -2.8% $283.75 -15.3%
507 SCHH SCHWAB STRATEGIC TR 64,008.0 $1.4M 0.02% -3K -4.8% $21.49 +10.1%
508 NET CLOUDFLARE INC Technology 6,656.0 $1.4M 0.02% +234.0 +3.6% $206.35 +3.1%
509 EXC EXELON CORP Utilities 27,947.0 $1.4M 0.02% +407.0 +1.5% $49.02 -7.5%
510 DVY ISHARES TR 9,033.0 $1.4M 0.02% -102.0 -1.1% $151.40 +1.8%
511 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 20,989.0 $1.4M 0.02% NEW $65.09 +14.3%
512 FERG FERGUSON ENTERPRISES INC Industrials 5,845.0 $1.4M 0.02% -254.0 -4.2% $233.27 -4.1%
513 IBIT ISHARES BITCOIN TRUST ETF Financial Services 35,450.0 $1.4M 0.02% -18K -33.9% $38.42 +14.5%
514 CW CURTISS WRIGHT CORP Industrials 1,998.0 $1.4M 0.02% -51.0 -2.5% $681.20 +6.7%
515 CBRE CBRE GROUP INC Real Estate 10,009.0 $1.4M 0.02% +282.0 +2.9% $135.46 -3.3%
516 BN BROOKFIELD CORP Financial Services 32,821.0 $1.4M 0.02% +3K +8.8% $41.23 +10.2%
517 ROP ROPER TECHNOLOGIES INC Industrials 3,804.0 $1.3M 0.02% +979.0 +34.6% $353.88 -7.1%
518 MPWR MONOLITHIC PWR SYS INC Technology 1,223.0 $1.3M 0.02% +27.0 +2.3% $1095.58 +42.5%
519 DTE DTE ENERGY CO Utilities 9,054.0 $1.3M 0.02% +46.0 +0.5% $147.37 -2.5%
520 AZO AUTOZONE INC Consumer Cyclical 393.0 $1.3M 0.02% +52.0 +15.2% $3381.06 +1.7%
Page 26 of 81  ·  1,613 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Financial Services 21.1%
Industrials 9.8%
Consumer Cyclical 9.6%
Healthcare 8.5%
Communication Services 8.0%
Consumer Defensive 5.4%
Energy 4.7%
Utilities 2.4%
Basic Materials 2.2%